Are you ready to better the investment universe?

Vice President of Revenue Operations (2019-8363)

Job Description

Overview

Fisher Investments is seeking a Vice President of Revenue Operations to join our 401(k) Solutions Team. Your opportunity to make an impact in a high growth firm has never been better. If you have what it takes to better the investment universe with your B2B sales, marketing, and customer success operations management expertise, then you may be just the leader we need to join our team!

The Opportunity:

Fisher Investments 401(k) Solutions is dedicated to bringing superior retirement plan services to small and mid-sized businesses and their employees. Fisher's unique service offering is built on 35+ years of successful wealth management experience and includes our flexible investing platform. Our 401(k) VP of RevOps will launch and oversee strategic initiatives to support a growing team. You will oversee people, process, systems, and data flows required to drive continued revenue growth. Additionally, you’ll build and maintain a positive culture including high morale and collaborative working relationships with sales, marketing, customer success, and other business units.

The Day-to-Day:

Coordinate with Sr. EVP and business planning team to determine overall business unit priorities, resources, goals, plans, and budgets

Ensure clear communication regarding RevOps activities that impact the end to end client experience

Coordinate with marketing, sales and client service management to determine priorities and oversee staff efforts to translate needs into action plans for improved processes, systems, technology, business insights, and training

Lead strategy for improvements among various systems, including data platforms, marketing automation, CRM, and other sales enablement tools to maximize business productivity

Utilize firm systems to produce KPI and ROI reporting for various marketing and sales, and client service efforts, and ensure those reports are fair, accurate and appropriately communicated to Sr. EVP and relevant VPs

Oversee data governance and data integrity efforts to support improved conversion rates through the sales pipeline and into customer success

Background working with small to medium sized businesses (SMB) strongly preferred

Experience in financial services or other regulated industry a plus

Why Fisher Investments:

Fisher Investments is a different kind of investment firm. We don’t come from Wall Street, nor do we believe we fit in with most of the finance industry, and we’re proud of that. We work for a bigger purpose: bettering the investment universe. From unmatched service to innovative perspectives on investing, it’s the people that make the Fisher purpose possible. After all, it’s our people that enable us to offer the level of service that we do. And we invest in them accordingly, offering exceptional benefits like:

100% coverage of premiums for health, vision and dental insurance

A 50% 401(k) match, up to the IRS maximum

20 days of PTO*, plus 9 paid holidays

8 week paid Primary Caregiver Parental Leave

And much, much more

We also provide a cumulative, continuous learning and development framework customized for every employee. This emphasis on personal and professional growth has yielded an award-winning work environment; we’re Great Place to Work Certified, and The Oregonian named us as a 2017 and 2018 Top Workplace.

But in the end, it’s not the perks that keep people here. They stay because they believe in our mission of service—our employees want to make a difference in an industry that can do better.

*California employees accrue up to 17 days of PTO and 3 days of sick time per year.

About

Contact

Fisher Investments is an equal opportunity employer. Fisher Asset Management, LLC does business in all provinces of Canada as Fisher Investments Canada, except in Ontario, Newfoundland and Labrador, where it continues to do business as Fisher Asset Management, LLC.